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Can't join us in person for today's Financial Self-Defense seminar? Join us online!

The session begins at 3:00pm. Simply follow the instructions below:

Click here to access via your computer, tablet or smartphone.

You can also dial in using your phone: (571) 317-3122 Use access code 642-618-917.

Fraud Alert on Phone

Financial fraud is on the rise. According to the Federal Trade Commission’s annual report, Identity theft incidents alone increased 47% in 2015.

Learn how to steer clear of financial fraud at the second in our series of Financial Literacy Seminars: Financial Self-Defense. During our time together we’ll help you improve your ability to spot the warning signs of financial fraud by sharing:

- How to identify common situations where consumers might be victimized
- Case studies of consumer financial abuse
- Ways you can protect yourself from financial fraud or abuse

The Financial Self-Defense Seminar will be held at our Hatfield office Thursday, May 19, 2016. For your convenience, we are offering this seminar at 3:00-4:00pm or 5:30-6:30pm.

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We expect this seminar will be both educational and eye-opening, so please feel free to bring a friend, relative or colleague. Please RSVP by Friday, May 13, 2016 to Jen Norman. You may RSVP via This e-mail address is being protected from spambots. You need JavaScript enabled to view it or call 215-723-4881, ext. 207 to let us know whether you would like to attend the 3:00pm or 5:30pm session.

Our Financial Literacy Seminars are for adults of all ages with any level of financial knowledge. They’re ideal for individuals desiring to improve their ability to manage their financial resources effectively to meet their goals and gain a lifetime of financial security.

Canon Capital Management Group provides a single source of financial and business services to help you make the right decisions. For more information, visit www.canoncapital.com or call 215-723-4881.

 

 

Notice anyone familiar in this commercial from DeSales University? That’s right, our own Dr. Peter Roland is among the instructors included in this 30-second spot currently airing in the Delaware and Lehigh Valleys. In addition to Dr. Roland’s role as Managing Director here at Canon Capital, he has been teaching finance and accounting at DeSales University’s graduate MBA program for 25 years.

In order to serve our clients well, we believe it’s essential to stay on the forefront of the issues and developments in wealth management. Teaching is one of the most natural ways to accomplish this. We take seriously the trust you place in us and work to share our knowledge, whether in client consultation, teaching a college course or through our recently-launched Financial Literacy Initiative (The Kick-off Session can be accessed here.).

Canon Capital Management Group provides a single source of financial and business services to help you make the right decisions. Let us help you today. Visit www.canoncapital.com or call 215-723-4881.

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Results from a recent Global Literacy Test show that only 57% of adults in the United States are financially literate. What does this mean? It means that nearly half of the U.S. population does not have the complete understanding of the tools and abilities needed to best manage their personal finances.

It is with this literacy ratio in mind that our Wealth Management division kicked off a new Financial Literacy Initiative. The first seminar was presented by Dr. Peter Roland, Managing Director of Canon Capital, on Wednesday, March 23 at our Hatfield location. This personal financial literacy seminar is the first of several educational seminars that will be offered free of charge to both Canon Capital clients and the public throughout the 2016 calendar year.

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“For many people, personal finance management can be overwhelming. It’s not that people aren’t smart enough, it’s that many people feel they don’t have the time to devote to it so they put it off. We believe that with the knowledge and tools presented in these seminars, people will be able to use their time more efficiently and therefore be more eager and better prepared to take a good look at their personal finances. When we all are able to make good decisions everyone benefits,” said Dr. Roland.

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This Financial Literacy Initiative is for adults of all ages with any level of financial knowledge who are eager to improve their ability to manage their financial resources effectively to meet their goals and gain a lifetime of financial security.

We want to hear from you. What topics would you like to see covered in our Financial Literacy Initiative? Please let us know in the comments.

You can listen to the March 23rd seminar via this webinar replay.

Canon Capital Management Group provides a single source of financial and business services to help you make the right decisions. For more information, call 215-723-4881 or browse our website.

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